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425 hedge funds and large institutions have $4.61B invested in Sonoco in 2019 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 152 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $3.84M

30% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 46

17% more capital invested

Capital invested by funds: $3.94B → $4.61B (+$676M)

13% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 135

2% more funds holding

Funds holding: 415425 (+10)

0.48% more ownership

Funds ownership: 75.03%75.51% (+0.48%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
425
Holders Change
+10
Holders Change %
+2.41%
% of All Funds
9.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
60
Increased
152
Reduced
135
Closed
46
Calls
$6.2M
Puts
$3.84M
Net Calls
+$2.36M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
Lindbrook Capital
California
$6K
MWM
402
Mascoma Wealth Management
New Hampshire
$6K
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$5K -$15.3K -266 -79%
CBT
404
Capital Bank & Trust
California
$5K
FGAM
405
Financial Gravity Asset Management
Texas
$5K +$5.06K +88 New
ACS
406
Archford Capital Strategies
Illinois
$4K
QCG
407
Quadrant Capital Group
Ohio
$4K
HIM
408
Hillsdale Investment Management
Ontario, Canada
$4K +$575 +10 +17%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.45K +60 New
RIA
410
Realta Investment Advisors
Delaware
$4K +$4.03K +70 New
CFG
411
Citizens Financial Group
Rhode Island
$3K -$978 -17 -23%
BFEC
412
Benjamin F. Edwards & Company
Missouri
$3K
DBT
413
Dubuque Bank & Trust
Iowa
$3K
SMFS
414
Squar Milner Financial Services
California
$3K
C
415
Cerebellum
California
$3K +$115 +2 +4%
CAW
416
Cornerstone Advisors (Washington)
Washington
$3K +$1.84K +32 +267%
BCA
417
Berman Capital Advisors
Georgia
$3K +$2.19K +38 +158%
HGWM
418
Harvest Group Wealth Management
Massachusetts
$3K +$2.88K +50 New
TWA
419
TCI Wealth Advisors
Arizona
$2K
CIR
420
Clear Investment Research
Georgia
$1K
CFD
421
Creative Financial Designs
Indiana
$1K
LFA
422
Legacy Financial Advisors
Kentucky
$1K
FAAS
423
First Allied Advisory Services
California
-$5.39M -100,757 Closed
CM
424
Columbus Macro
Pennsylvania
-$4.83M -90,941 Closed
Millennium Management
425
Millennium Management
New York
-$4.25M -80,069 Closed

SON Hedge Fund Activity: Q1 2019 in Review

425 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Sonoco (SON) for Q1 2019, worth a combined $4.61B — up 17% from $3.94B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SON positions and 46 closed out — a net gain of 14 holders — while 152 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $53.9M. The largest seller was American Century Companies, cutting an estimated $62.3M.

  • 425 institutional investors held Sonoco (SON) as of Q1 2019, up from 415 in Q4 2018.
  • Funds reported $4.61B of Sonoco stock for Q1 2019, up 17% quarter-over-quarter.
  • 60 funds opened new Sonoco positions in Q1 2019 and 46 closed out, a net change of +14 holders.
  • The largest Sonoco buyer in Q1 2019 was Vanguard Group, an estimated $53.9M added.
  • The largest Sonoco seller in Q1 2019 was American Century Companies, an estimated $62.3M sold.

Based on aggregated 13F filings for Q1 2019.